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Hershey Financial Advisers, LLC

Q4 2024 · 13F-HR

Hershey Financial Advisers, LLCholdings as filed

Filed 2025-02-11 · accession 0002034214-25-000001

$113.6M
Reported value
63
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R663BILSPDR SER TR$9.7M8.54%106,084CommonNONE
78468R523BILSSPDR SER TR$6.2M5.44%62,334CommonNONE
72201R833MINTPIMCO ETF TR$4.2M3.68%41,601CommonNONE
97717W380AGZDWISDOMTREE TR$4.1M3.58%181,235CommonNONE
46434V860TFLOISHARES TR$4.0M3.51%79,051CommonNONE
97717Y527USFRWISDOMTREE TR$4.0M3.50%78,893CommonNONE
78464A359CWBSPDR SER TR$4.0M3.49%50,921CommonNONE
464287119ILCGISHARES TR$3.9M3.41%43,206CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$3.9M3.40%159,163CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$3.9M3.40%38,679CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.5M3.05%124,342CommonNONE
78464A409SPYGSPDR SER TR$2.7M2.41%31,154CommonNONE
040413205ANETARISTA NETWORKS INC$2.3M2.06%21,206CommonNONE
844741108LUVSOUTHWEST AIRLS CO$1.9M1.69%57,092CommonNONE
92204A884VOXVANGUARD WORLD FD$1.9M1.65%12,118CommonNONE
92204A405VFHVANGUARD WORLD FD$1.9M1.64%15,757CommonNONE
921910816MGKVANGUARD WORLD FD$1.8M1.61%5,340CommonNONE
92204A108VCRVANGUARD WORLD FD$1.8M1.61%4,870CommonNONE
92204A876VPUVANGUARD WORLD FD$1.8M1.60%11,089CommonNONE
92204A702VGTVANGUARD WORLD FD$1.8M1.58%2,893CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.8M1.57%23,034CommonNONE
922908736VUGVANGUARD INDEX FDS$1.8M1.57%4,333CommonNONE
92204A603VISVANGUARD WORLD FD$1.7M1.54%6,861CommonNONE
315912808ONEQFIDELITY COMWLTH TR$1.7M1.52%22,667CommonNONE
244199105DEDEERE & CO$1.7M1.50%4,010CommonNONE
504922105LHLABCORP HOLDINGS INC$1.7M1.48%7,335CommonNONE
46434V282LRGFISHARES TR$1.7M1.48%27,866CommonNONE
92204A207VDCVANGUARD WORLD FD$1.7M1.47%7,897CommonNONE
922908553VNQVANGUARD INDEX FDS$1.7M1.46%18,642CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.6M1.42%70,999CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$1.6M1.41%13,879CommonNONE
518439104ELLAUDER ESTEE COS INC$1.5M1.35%20,504CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.5M1.30%2,479CommonNONE
775711104ROLROLLINS INC$1.3M1.17%28,576CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$1.3M1.13%4,807CommonNONE
922908637VVVANGUARD INDEX FDS$1.2M1.06%4,471CommonNONE
316092824FDLOFIDELITY COVINGTON TRUST$1.2M1.05%19,768CommonNONE
464288570DSIISHARES TR$1.2M1.04%10,710CommonNONE
922908363VOOVANGUARD INDEX FDS$1.1M0.99%2,082CommonNONE
92204A306VDEVANGUARD WORLD FD$1.1M0.98%9,186CommonNONE
92204A801VAWVANGUARD WORLD FD$1.1M0.98%5,896CommonNONE
92204A504VHTVANGUARD WORLD FD$1.1M0.95%4,237CommonNONE
26884L109EQTEQT CORP$1.0M0.90%22,265CommonNONE
464289867AORISHARES TR$1.0M0.90%17,887CommonNONE
46434V613IUSBISHARES TR$860,2460.76%19,032CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$813,1160.72%3,967CommonNONE
550021109LULULULULEMON ATHLETICA INC$722,3720.64%1,889CommonNONE
922020805VTIPVANGUARD MALVERN FDS$699,6210.62%14,449CommonNONE
921937819BIVVANGUARD BD INDEX FDS$699,3230.62%9,358CommonNONE
025072810FDGAMERICAN CENTY ETF TR$536,7480.47%5,168CommonNONE
46435G672IAGGISHARES TR$529,9010.47%10,615CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$525,4870.46%5,087CommonNONE
87283Q107TCHPT ROWE PRICE ETF INC$525,0270.46%12,468CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$504,6690.44%7,529CommonNONE
464287309IVWISHARES TR$496,5830.44%4,891CommonNONE
46432F396MTUMISHARES TR$475,5020.42%2,298CommonNONE
464289438IWYISHARES TR$467,0110.41%1,985CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$463,7130.41%7,958CommonNONE
464287606IJKISHARES TR$461,2530.41%5,073CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$428,0240.38%12,541CommonNONE
921937835BNDVANGUARD BD INDEX FDS$369,2580.33%5,135CommonNONE
72201R866MUNIPIMCO ETF TR$277,4280.24%5,363CommonNONE
922908652VXFVANGUARD INDEX FDS$262,7420.23%1,383CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.